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What is Post Evaluation?

Published in Project Post-Mortem 5 mins read

Post evaluation, also known as post-project review or post-implementation review, is a critical process conducted after a project has been completed and its deliverables have been implemented. It involves a systematic examination of the entire project lifecycle to assess its overall performance, outcomes, and impact. The primary goal is to learn from past experiences, celebrate successes, identify areas for improvement, and inform future endeavors.

Understanding the Purpose of Post Evaluation

The core purpose of post evaluation is to provide valuable insights for organizational learning and continuous improvement. It serves as an accountability mechanism, ensuring that resources were utilized effectively and that the project delivered its intended benefits. By scrutinizing both the project process and its results, organizations can refine their strategies, methodologies, and decision-making for subsequent projects.

Key Components of a Post Evaluation Report

A comprehensive post evaluation report is a detailed document that serves as a historical record and a learning tool. It typically includes:

  • Documentation of Successes and Failures: A thorough analysis highlighting what went well and what did not, providing specific examples and their impact.
  • Detailed Record of Estimated vs. Actuals: This covers a precise comparison of the projected schedule and budget against the actual time taken and costs incurred.
  • Collection of Other Important Metrics: Beyond schedule and budget, it gathers data on various performance indicators such as quality of deliverables, resource utilization, stakeholder satisfaction, risk management effectiveness, and achievement of project objectives.
  • Recommendations and Remedial Actions: Practical suggestions derived from the findings that can be applied to similar future projects to enhance their success. This often includes adjustments to processes, training needs, or changes in resource allocation.

Why is Post Evaluation Important?

The benefits of conducting post evaluation extend across various facets of an organization:

  • Organizational Learning: It facilitates the capture of valuable lessons learned, preventing the repetition of mistakes and fostering the replication of successful practices. This contributes to a robust knowledge base.
  • Improved Future Project Performance: By understanding the root causes of issues and the drivers of success, organizations can develop more realistic plans, allocate resources more efficiently, and manage risks more effectively in upcoming projects.
  • Enhanced Accountability: It holds project teams and stakeholders accountable for their contributions and the project's outcomes, promoting a culture of responsibility.
  • Validation of Project Goals: It verifies whether the project achieved its initial objectives and delivered the expected value, aligning project outcomes with strategic organizational goals.
  • Stakeholder Engagement: It provides an opportunity to gather feedback from all involved parties, ensuring their perspectives are considered for future improvements.

How Post Evaluation is Conducted

The process of post evaluation generally involves several steps to ensure a thorough and objective assessment:

  1. Planning and Scope Definition: Determining what aspects of the project will be evaluated, the methodology, and who will be involved.
  2. Data Collection: Gathering relevant information from various sources, including project documentation (plans, reports, change logs), financial records, interviews with team members and stakeholders, and surveys.
  3. Data Analysis: Comparing actual performance against planned benchmarks, identifying variances, trends, and causal factors for both successes and failures.
  4. Reporting: Compiling all findings, analyses, and recommendations into a comprehensive report. This report should be clear, concise, and actionable.
  5. Dissemination and Action Planning: Sharing the report with relevant stakeholders and developing concrete action plans based on the recommendations to integrate lessons learned into future practices.

Key Comparison Metrics in Post Evaluation

A significant part of post evaluation involves comparing planned values against actual outcomes to identify variances and understand their implications.

Metric Category Estimated Value Actual Value Variance Insights and Recommendations
Project Schedule 6 months 7.5 months +1.5 months Delays due to scope changes; improve change control process.
Project Budget $100,000 $115,000 +$15,000 Unforeseen material costs; enhance early cost estimation.
Deliverable Quality High Moderate-High Slight decrease Rushed testing phase; allocate more time for quality assurance.
Stakeholder Satisfaction 8/10 7/10 -1 Communication gaps identified; establish regular feedback loops.
Resource Utilization 90% 75% -15% Underutilization of specialized resources; optimize resource planning.

Practical Insights and Solutions

  • Objective Analysis: Ensure evaluators maintain an objective stance, focusing on data and facts rather than personal opinions or blame.
  • Actionable Recommendations: Recommendations should be specific, measurable, achievable, relevant, and time-bound (SMART) to facilitate their implementation.
  • Knowledge Repository: Implement a system (e.g., a shared database or lessons learned log) to store and make evaluation findings easily accessible for future reference.
  • Cultural Adoption: Foster an organizational culture that views post evaluation as an opportunity for growth and learning, rather than a fault-finding exercise. This encourages honest feedback and active participation.
  • Regular Practice: Integrate post evaluation as a standard practice for all significant projects, making it a routine part of the project lifecycle.

Post evaluation is an indispensable practice for any organization committed to continuous improvement and optimizing its project management capabilities. By systematically reviewing past projects, businesses can build upon successes, mitigate risks, and enhance their overall effectiveness, ensuring that each new project starts with the benefit of accumulated wisdom. Learn more about effective project management practices from resources like the Project Management Institute or other reputable project management bodies.